Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Duane L. Olson who wrote (553)	5/5/1998 11:25:00 AM
From: D. K. G.	Read Replies (1) of 955

<< what are your thoughts about their projected 5-year growth rate of 30% for DPMI, CYMI, PLAB, etc..? Doable?? >> TSO, I was not able to access the NYT article. I don't think it would tell me anything new. What source did the article reference for that 30% number? from Q4 Cymer C.C. on industry growth: In the longer term, despite the near-term issues, deep-UV is ranked as one of the fastest-growing sectors in the global lithography marketplace. According to the independent market analysis firms, the deep-UV lithography market is currently projected to grow at a compound annual growth rate of approximately 28 percent, at least to the year 2000. The DPMI CEO on the C.C. gave a 15% number. So it's safe to say we should get double digit growth. When it come to long range forecasts of a complex industry the expected vs actual observed outcome are often different. I take these macro big picture numbers with a grain of salt. The players you mentioned will benefit, to what extent only time will tell. Regards, DKG

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